Sling by Toast: Tasks

In this Article:

• Manage Shift Tasks
  • Create Task Template
  • Attach Task to Shift
  • Add Task on Mobile
• Copy Task Template
• View Assigned Tasks
• View Shift Task List
• Edit Task Instance

Manage Shift Tasks

Shift tasks allow you to distribute work across your team so it is clear what needs to be completed during each shift. You can attach multiple tasks to a shift, and each task can include sub-tasks (checklists) and a description.

Create Task Template

Before attaching tasks to shifts, create a task template. Task templates can only be created using the web version of Sling.

1. Go to Tasks > Task Templates and select Create Template.
2. In the template window, add the following:
   1. Title
   2. Description (optional)
   3. Sub-tasks (optional)
   4. Attachments (optional)
3. Select Create once all required fields are completed. The template will appear in the Task Templates tab, where you can view sub-task counts and use the options menu to edit, copy, or delete it.

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Attach Task to Shift

Add a task when creating or editing a shift by selecting the tasks field. This field appears when the task icon in the shift modal is enabled.

Select the field and choose a template from the list or enter the template name. You can also create a new task directly from the shift modal. You can attach multiple tasks to a single shift.

After saving or publishing the shift, a task icon (checkmark) appears on the shift block in the schedule.

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Add Task on Mobile

When creating a shift in the mobile app, select the tasks section. Choose a template from the list, then select Add. After adding the task, return to the shift screen to complete additional details or save the shift.

Note: You cannot create new task templates from the mobile app.

Once saved, a checkmark icon appears on the shift in the schedule. Select the shift to view task details.

From the Tasks tab in the mobile app, you can view all assigned tasks for a selected date.

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Copy Task Template

Copy task templates to create new templates based on existing ones with minor adjustments.

You can copy a template from the schedule or the task page.

From the schedule, select the options menu in the top-right corner and select View Task Templates. Select a template, then select the copy icon.

From the task page, go to the Task Templates tab, select the options menu (three dots) next to a template, and select Copy.

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View Assigned Tasks

Employees can review and complete tasks from multiple areas in Sling.

On the mobile app, access tasks from the Tasks tab, from shift details in the schedule, or from the time clock if tasks are attached to the active shift.

On the web, tasks are accessible from the task page, schedule, or during clock-in and clock-out.

The task page displays all tasks assigned to you. Adjust the date range to view tasks across multiple days.

From the kiosk, tasks assigned to a shift appear after entering a PIN.

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View Shift Task List

View all tasks assigned to shifts from a centralized list in the web version of Sling.

Go to Tasks > Shift Tasks.

Use the date range selector to view tasks by Day, Week, Month, Quarter, or a custom range. Use the navigation arrows to adjust the displayed range. 

Admins and managers can view assigned tasks and task templates in separate tabs. From this page, you can view, edit, complete, or delete task instances.

Note: Managers can only manage tasks for their assigned locations. Employees can only view their own tasks.

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Edit Task Instance

You can modify a task assigned to a specific shift without changing the original template.

From the Shift Tasks list, select a task and select Edit Task, or use the options menu and select Edit Task.

From the schedule, select a shift, then select the task title and follow the link to edit the task.

Note: Managers cannot edit tasks for shifts outside their assigned locations.

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